This is used to create a new Governance Instance in the Verify module either from a Navvia-supplied template or one created in your organization
Sys Admin only
If you do not have Sys Admin authority, the “New Governance Instance” button will not appear on your Verify Home Screen
- Click the Create Button before the “New Governance Instance” label on your Verify Home Screen. You will get back a screen that looks like this
There are 3 options:
- Use a Navvia Template (the default)
- Use a template of your own
- Create an Instance from scratch
Leave the first button selected
Type a Name for your Instance into the Name field
Select a Navvia Template (note that the Governance and Management frameworks are included in the name to facilitate selection)
Click on Next to continue.
If you selected the COBIT 4 / ITIL V3 Governance Instance Framework (a Bound instance) you will be presented with the screen below to choose the Design Workspace to associate with the instance and the processes to manage in the workspace.
There are 2 options:
Processes are managed within Design (the default).
All processes are externally Defined
For the first option, a Workspace must exist in Design that is either blank or contain processes that are consistent with the Management Framework of the selected Template.
Leave the default “Processes are managed within Design” selected.
Select a Workspace from the list.
f there are no Workspaces in the list, go to Design and create a workspace and copy the processes that you will be managing into the workspace. Give the Workspace a name that will indicate that the processes within this workspace will be managed by Verify.
If a Workspace is selected a list of processes will be listed:
Check the process you will manage in this Instance
Click on Next, to get a list of possible additional processes:
This screen allows you to select additional processes for this Instance. If you check any additional processes here they will be copied into the selected workspace
You can flag a process as “externally defined”. This would mean that you only intend to use Design to manage the Roles for that process.
Assuming that you will not be adding any additional processes, Click on next, to bring you to the Creation Summary screen:
If you selected either of the other frameworks (an Unbound instance) and select Next the Verify Instance will be created
If you are satisfied with the new Instance:
Click on “Finish”. Your new Instance will appear in the Instance list: